Virtual Assistant

Summary

Join our dynamic team as a detail-oriented Virtual Assistant with QuickBooks and expense management expertise. You will maintain QuickBooks accounts, manage expenses, support tax planning, generate financial reports, and handle various administrative tasks. Proficiency in Microsoft Office Suite and strong organizational skills are essential. Prior experience as a Virtual Assistant and understanding of tax planning principles are preferred. Enjoy the flexibility of remote work and a supportive, innovative culture that fosters professional growth and work-life balance.

Requirements

• Prior experience as a Virtual Assistant or in a similar role
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Strong organizational and time management skills
• Excellent written and verbal communication skills
• Ability to work independently and prioritize tasks effectively
• Detail-oriented and able to maintain accuracy while working with data
• Ability to handle confidential information with discretion
• At least 15mbps for main internet and at least 10mbps for backup
• A desktop or laptop that has an i5 processor with at least 8GB RAM and an i3 processor for backup
• A webcam
• Noise-canceling USB Headset
• Quiet, Dedicated Home Office
• Smartphone

Responsibilities

• Maintain QuickBooks accounts for accurate income and expense tracking
• Efficiently manage and categorize personal and business-related expenses
• Collaborate with the client and tax professionals to gather and organize financial information
• Ensure timely and accurate tax filings
• Generate regular financial reports using QuickBooks
• Identify cost-saving opportunities and enhance financial efficiency
• Maintain the client's calendar and ongoing task lists
• Effectively manage and organize all personal and business-related expenses
• Research industry trade shows and events for 2024-2025 to attend
• Build and maintain a CRM system for efficient data management
• Coordinate and manage relationships with service providers
• Conduct competitive industry research to provide insights
• Manage social media accounts as needed
• Create and maintain a Shopify storefront
• Implement lead-generation strategies to support business goals

Preferred Qualifications

• Prior experience using QuickBooks is a plus
• Understanding of tax planning principles
• Previous experience in remote work is a plus

Benefits

• Flexibility, Your Way: Embrace the freedom to work from home or any location of your choice. Create your ideal work environment
• Work-Life Balance at Its Best: Say goodbye to stressful commutes and hello to quality time with loved ones. Achieve a healthy work-life integration to perform at your best